Interactive Financial Advisors

Interactive Financial Advisors as of March 31, 2024

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 85 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.4 $26M 50k 525.73
Ishares Tr Core Us Aggbd Et (AGG) 7.4 $13M 137k 97.94
Vanguard Specialized Funds Div App Etf (VIG) 6.2 $11M 61k 182.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.3 $9.6M 192k 50.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.2 $9.4M 57k 164.35
Flexshares Tr Flexshares Ultra (RAVI) 3.6 $6.6M 88k 75.45
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.3 $5.9M 120k 49.19
Spdr Ser Tr Portfolio Intrmd (SPIB) 3.1 $5.5M 169k 32.69
Flexshares Tr Stox Us Esg Slct (ESG) 2.6 $4.6M 37k 126.59
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 2.5 $4.5M 52k 87.23
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.4 $4.4M 53k 82.97
Ishares Tr Us Treas Bd Etf (GOVT) 2.3 $4.2M 186k 22.77
Vanguard Index Fds Large Cap Etf (VV) 2.2 $4.0M 17k 239.77
Ishares Tr Rus 2000 Val Etf (IWN) 2.1 $3.8M 24k 158.81
Ishares Tr Eafe Value Etf (EFV) 2.0 $3.6M 66k 54.40
Ishares Tr Expnd Tec Sc Etf (IGM) 2.0 $3.5M 41k 86.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $3.3M 7.5k 444.03
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $2.9M 20k 147.73
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.6 $2.8M 26k 108.92
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 1.5 $2.8M 47k 59.68
Ishares Tr Us Aer Def Etf (ITA) 1.5 $2.7M 21k 131.93
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $2.4M 46k 51.60
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.2 $2.2M 29k 76.36
Select Sector Spdr Tr Technology (XLK) 1.1 $2.0M 9.5k 208.29
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.8M 7.3k 249.87
First Tr Exchange-traded Wtr Etf (FIW) 1.0 $1.7M 17k 102.10
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.9 $1.6M 25k 65.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.5M 12k 121.00
Select Sector Spdr Tr Energy (XLE) 0.8 $1.5M 16k 94.41
Apple (AAPL) 0.8 $1.4M 8.1k 171.48
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.3M 12k 107.41
Vanguard Wellington Us Quality (VFQY) 0.7 $1.2M 8.6k 136.93
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.6 $1.1M 37k 30.67
Ishares Gold Tr Ishares New (IAU) 0.5 $944k 23k 42.01
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.5 $902k 27k 32.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $855k 1.8k 480.92
Flexshares Tr Iboxx 3r Targt (TDTT) 0.5 $850k 36k 23.75
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $834k 11k 76.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $813k 10k 80.51
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $785k 3.5k 225.01
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $742k 17k 44.40
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.4 $723k 16k 45.20
Spdr Ser Tr S&p Biotech (XBI) 0.4 $712k 7.5k 94.89
Ark Etf Tr Innovation Etf (ARKK) 0.4 $693k 14k 50.08
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $689k 34k 20.30
Vanguard World Utilities Etf (VPU) 0.4 $678k 4.8k 142.58
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.4 $661k 5.9k 112.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $660k 1.3k 523.46
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $632k 16k 39.81
Ishares Tr Residential Mult (REZ) 0.3 $631k 8.8k 72.07
Ishares Tr Exponential Tech (XT) 0.3 $630k 11k 59.62
GATX Corporation (GATX) 0.3 $603k 4.5k 134.03
Us Bancorp Del Com New (USB) 0.3 $602k 14k 44.70
Wisdomtree Tr Us High Dividend (DHS) 0.3 $589k 6.8k 86.67
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $548k 5.9k 92.89
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $540k 10k 52.87
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $521k 5.5k 94.63
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.3 $503k 23k 22.08
Ishares Tr North Amern Nat (IGE) 0.3 $470k 10k 44.99
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.3 $467k 8.0k 58.07
Vanguard World Consum Dis Etf (VCR) 0.3 $452k 1.4k 317.90
Microsoft Corporation (MSFT) 0.2 $432k 1.0k 420.72
Ishares Tr National Mun Etf (MUB) 0.2 $421k 3.9k 107.60
Allstate Corporation (ALL) 0.2 $411k 2.4k 173.01
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.2 $402k 9.5k 42.26
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $391k 4.8k 81.79
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $388k 12k 32.23
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $376k 7.0k 53.39
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $375k 2.0k 186.86
Amazon (AMZN) 0.2 $347k 1.9k 180.38
Ishares Tr Msci Eafe Etf (EFA) 0.2 $346k 4.3k 79.87
Spdr Gold Tr Gold Shs (GLD) 0.2 $341k 1.7k 205.72
American Electric Power Company (AEP) 0.2 $301k 3.5k 86.10
Ishares Tr Russell 2000 Etf (IWM) 0.2 $286k 1.4k 210.33
Vanguard World Comm Srvc Etf (VOX) 0.2 $286k 2.2k 131.22
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $279k 3.6k 77.33
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $276k 12k 23.83
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $262k 3.7k 70.88
Wisdomtree Tr Blmbg Us Bull (USDU) 0.1 $250k 9.5k 26.20
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $249k 4.9k 51.07
Gilead Sciences (GILD) 0.1 $234k 3.2k 73.25
Ishares Tr Select Divid Etf (DVY) 0.1 $233k 1.9k 123.18
Chevron Corporation (CVX) 0.1 $233k 1.5k 157.74
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $227k 2.0k 115.85
Ishares Silver Tr Ishares (SLV) 0.1 $204k 9.0k 22.75